About Mark S Gardner

Mark Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.

Mark and his wife live in Dallas and have a blended family of three sons and a young daughter (who rules the roost!). As an active member of his community, Mark has helped bring $350,000 to Bnai Brith Youth and Bnai Brith International. In 2017, As a volunteer, Mark helped send more than 50,000 kosher meals to Houston to victims of Hurricane Harvey. He also volunteers his time as a basketball referee for YMCA youth.

“I’m truly blessed to have about two handfuls of friends who I’ve kept in touch with my whole life,” said Mark. “I had cancer, I was involved in a major car accident, I’ve survived identity theft — and my wife, family, and friends have stood by me. I still consider myself the luckiest man alive. So, I try to do minimum one kind thing for another person each day. It’s my way of giving back to my community. The most important part of life is your values.”

Mark Gardner takes ownership of much more than simply his fiduciary responsibility to his customers. “With every recommendation, I have to be able to look at myself in the mirror and know that this is what I would do for myself and family in the same situation.” This is his ongoing commitment to his clients.

Our Mission

Your Money Matters” at RetireWellDallas. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We endeavor to know and understand your financial situation and then provide you with only the highest quality of information, services, and products to help you reach your goals. ...

Using Your IRA for a Short-Term Loan
Reported By Mark S. Gardner, 214-762-2327
For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble they may want to turn to their IRA as a quick source of cash.[...] Read More >>

Using Your IRA for a Short-Term Loan
Reported By Mark S. Gardner, 214-762-2327
For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble they may want to turn to their IRA as a quick source of cash.[...] Read More >>